Fall 2026 Institutional Client Service Intern

CAPTRUST; Phoenix (AZ); On-site; USD 21,000 - 30,000; Part time

Job summary

CAPTRUST is seeking a Fall Institutional Client Service Intern for our Phoenix, AZ office to support the Client Management team. The role exposes you to institutional advisory, private wealth management, and tax practices with hands-on learning from day one.

You will assist with client service, meeting prep, data maintenance, investment monitoring, and general administrative tasks while maintaining professional standards and flexibility for school schedules.

Qualifications

• Actively pursuing Undergraduate/Graduate degree; rising junior or senior.
• Majors in Business preferred (Accounting, Finance, Economics, Taxation).
• Interest in investment advisory firm operations.

Responsibilities

• Assist client service and meeting preparation for the Client Management Team.
• Support quarterly performance reporting and benchmarking analysis.
• Contribute to research and ad hoc projects with deadlines.
• Attend client investment committee meetings when invited.
• Attend Participant Advice sessions with plan advisors to observe.

Skills

Critical thinker

Communication skills

Organized/detail-oriented

Team player

Integrity

Education

Undergraduate/Graduate degree; rising Junior or Senior

Tools

Word

Excel

PowerPoint

Outlook

Job description

Overview

CAPTRUST is seeking a Fall Institutional Client Service Intern in our Phoenix, AZ office to join our Client Management team. The position will provide exposure to the inner workings of a firm with diversified practice lines, including institutional advisory, private wealth management, and a robust tax practice. Hands-on learning starts on day one in this fast-paced environment. This position will be trained on different aspects of institutional advisory and investment consulting. The intern will also be trained on specific software used throughout the firm. Responsibilities include assisting with client service, meeting preparation, data maintenance, investment monitoring, and administrative tasks.

CAPTRUST interns must maintain professional and ethical standards, be well organized, service oriented, and capable of performing under tight deadlines. Obtaining course credit may also be possible, depending on the student's program approval. Hours will be flexible based on school schedule. Completion of an internship may lead to, but does not guarantee, future full-time employment. Primary responsibilities may include the following, among others:

Responsibilities

• Work closely with financial advisors, client service, and peers on the Client Management Team
• Assist performance reporting team in the preparation and review of quarterly performance reports
• Assist in the preparation and review of fee and expense benchmarking analysis and reports
• Contribute to new research, project initiatives, and ad hoc projects within required deadlines
• Attending client investment committee meetings to observe (upon invitation from advisor)
• Attending Participant Advice sessions with our plan advisors to observe participant meetings

Qualifications

Minimum Qualifications:

• Actively pursuing Undergraduate/Graduate degree; rising Junior or Senior
• All School of Business Majors (Accounting, Finance, Economics, Financial planning, or Taxation preferred)
• Significant interest in the workings of investment advisory firmn

Desired Qualifications/Skills:

• Strong critical thinker who is a strong self-starter
• High-level proficiency in Word, Excel, PowerPoint, Outlook
• Excellent communication and writing skills
• Organized, detail-oriented and able to multitask with proven ability to plan and achieve results
• Demonstrate highest personal ethics and integrity
• Ability to maintain absolute confidentiality of information
• Team player, collaborative, able to work with and through others

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

WHERE will you be working?

2375 East Camelback Rd Suite 700 | Phoenix, AZ 85016

Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
• Inherent desire to give back to our communities and enrich the lives of those around us
• An other-centered mindset
• Integrity through maintaining objectivity

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #intern

This position will remain open until filled.